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iShares 0-5 Year Investment Grade Corporate Bond ETF

250 hedge funds and large institutions have $1.51B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 91 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% more capital invested

Capital invested by funds: $1.49B → $1.51B (+$20M)

2% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 91

95% less call options, than puts

Call options by funds: $63K | Put options by funds: $1.4M

Holders
250
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$63K
Puts
$1.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$119M
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$105M
LWM
3
LJI Wealth Management
Indiana
$66.3M
LPL Financial
4
LPL Financial
California
$58.4M
UBS Group
5
UBS Group
Switzerland
$57.2M
MCM
6
MAI Capital Management
Ohio
$52.3M
BI
7
Bramshill Investments
Florida
$50.6M
WIA
8
World Investment Advisors
California
$50.4M
FMII
9
Farmers & Merchants Investments Inc
Nebraska
$49.1M
VAMG
10
Voisard Asset Management Group
Michigan
$43.1M
Corient Private Wealth
11
Corient Private Wealth
Florida
$42.1M
Ameriprise
12
Ameriprise
Minnesota
$41.1M
CBT
13
Crews Bank & Trust
Florida
$37.3M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$34.9M
Raymond James Financial
15
Raymond James Financial
Florida
$34.4M
Bank of America
16
Bank of America
North Carolina
$29.9M
CFD
17
Creative Financial Designs
Indiana
$24.8M
NA
18
NewEdge Advisors
Louisiana
$24.2M
GSWM
19
Greenup Street Wealth Management
Michigan
$23.6M
WWM
20
Wiser Wealth Management
Georgia
$23.5M
FDP
21
Financiere des Professionnels
Quebec, Canada
$22M
VAS
22
Vestmark Advisory Solutions
Massachusetts
$19.2M
Allianz Asset Management
23
Allianz Asset Management
Germany
$18.3M
CNB
24
Camden National Bank
Maine
$17.9M
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$14.9M